Welch & Forbes LLC Ishares Barclays Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Ishares Barclays stock. As of the latest transaction made, Welch & Forbes LLC holds 3,162 shares of IEF stock, worth $296,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,162

Holding current value

$296,058

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $293,022 - $313,480	3,162 New	3,162 $310,000
Q1 2022 Apr 25, 2022	SELL	$106.08 - $113.93 $248,015 - $266,368	-2,338 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$113.55 - $116.36 $265,479 - $272,049	2,338 New	2,338 $270,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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